Klenty + Redtail CRM
Create Klenty prospects from new Redtail CRM activities
Effortlessly streamline your sales process by connecting Redtail CRM and Klenty through this automation. When a new activity is created in Redtail CRM, it will immediately add a prospect to Klenty, improving your lead nurturing and follow-up efforts. Save time and ensure consistency by automating this crucial task, allowing you to concentrate on building strong relationships with your prospects.
Effortlessly streamline your sales process by connecting Redtail CRM and Klenty through this automation. When a new activity is created in Redtail CRM, it will immediately add a prospect to Klenty, improving your lead nurturing and follow-up efforts. Save time and ensure consistency by automating this crucial task, allowing you to concentrate on building strong relationships with your prospects.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Prospect
Creates a Prospect in Klenty.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
